Process Design Consultant - Jacksonville, FL & Addison, TX

Canon Recruiting Group•Jacksonville, FL

11d•Onsite

About The Position

Wealth Management Operations (WMO) provides end-to end operational support of, Private Bank, and Workplace Benefits. Within WMO, the Business Strategy and Transformation organization includes an Artificial Intelligence (AI) Strategy team focused on enabling responsible and effective use of AI across operations. The role focuses on facilitating deep process discovery, documenting current state workflows, and partnering with stakeholders across operations, technology, and risk to surface opportunities were AI, automation, or workflow changes may improve the processes or functions. Evaluate end to end processes, roles, and technology to understand how WM Operations function today and where AI or other automation may add value. Facilitate working sessions with business and operations stakeholders to document current state processes and decision flows. Partner with cross-functional teams to understand business needs and drive the adoption of AI tools to enable process improvements. Question assumptions and surface inefficiencies by examining how work is performed versus how it is designed or documented. Enable opportunities to move forward by aligning with AI governance requirements and risk review processes. Support the shaping and documentation of opportunities, including inputs to business cases.

Requirements

Hands on experience using artificial intelligence tools, with a practical understanding of how they can be applied within operational workflows.
Strong process analysis skills, including the ability to break down complex workflows, roles, and decision points.
Exceptional pattern recognition and critical thinking skills, with the ability to identify inconsistencies, anomalies, and inefficiencies.
Creative and innovative mindset, able to explore alternative approaches and think differently about how work is performed.
Proven ability to work independently, take ownership of deliverables, and operate effectively with minimal direction in fast paced environments.
Strong facilitation skills, including the ability to lead working sessions, extract information, challenge gaps, and surface hidden dependencies.

Nice To Haves

Experience supporting operations functions or process management knowledge.
Innovation and continuous improvement experience

Responsibilities

Evaluate end to end processes, roles, and technology to understand how WM Operations function today and where AI or other automation may add value.
Facilitate working sessions with business and operations stakeholders to document current state processes and decision flows.
Partner with cross-functional teams to understand business needs and drive the adoption of AI tools to enable process improvements.
Question assumptions and surface inefficiencies by examining how work is performed versus how it is designed or documented.
Enable opportunities to move forward by aligning with AI governance requirements and risk review processes.
Support the shaping and documentation of opportunities, including inputs to business cases.